VERIFIED SOLUTION i

How to export an accounting report on the Connect+ series and SendPro P series

Products affected: Connect+® 500W, Connect+® 1000, Connect+® 2000, Connect+® 3000, SendPro® P1000, SendPro® P1500, SendPro® P2000, SendPro® P3000
Accounting reports can be exported to a USB flash drive in .csv, .xls, and .pdf formats.

Note: The USB flash drive must be formatted as FAT or FAT32.

To run an accounting report:
  1. Insert a USB drive into an available port on the mailing system.
  2. Select the Manage Accounts button on the Home screen.
  3. Select Reports.
  4. Select View & edit reports.
  5. Select the report you wish to export.
  6. Select the Next button.
  7. Set the dates, accounts and other settings for your report. The settings vary depending upon the report selected.
  8. (Optional) Select View Report to preview the report.
To export the report you just ran:
  1. Select Actions.
  2. Select Export report. The report export screen displays.
  3. Select the File name field.
    1. Enter the name you would like the report saved as.
    2. Select OK.
  4. Select the Export to: field.
  5. Select the drive you wish to export the report to and select Open.
  6. Chose the folder you wish the file to be saved in and select Select this folder.
  7. Select the export file type.
  8. Select OK.
  9. The system will alert you when the export is complete. Select OK.
  10. Select Cancel to return to the report list.
  11. To access the report, go to the folder you selected earlier.
UPDATED:  December 12, 2017